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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $392,583 | $159,934+145.5% | $147,005+167.1% | $145,959+169.0% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.98% | 98.24%-93.3pp | 418.76%-413.8pp | 561.95%-557.0pp |
| Employer contribution / active EE | $6,757 | $5,287+27.8% | $4,934+36.9% | $4,661+45.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,669 | $15,053+17.4% | $13,006+35.9% | $13,398+31.9% |